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NYSE:TJX

TJX Companies (TJX)

164.13
-2.19 (1.32%)
as of Jun 17, 2026, 8:00:00 pm Market Open.
116 watching
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Investor Insights
star iconJun 17, 2026, 12:00 am

This summary was created by AI, based on 7 opinions in the last 12 months.

Experts hold a predominantly positive outlook on TJX Companies as it continues to demonstrate strong performance amid concerns regarding consumer spending. The company has effectively navigated tariff impacts, benefiting from purchasing goods with pre-paid tariffs and avoiding additional costs. Recent metrics, including a 15.7% increase in stock value this year and a same-store sales growth projection of 4% by 2025, reinforce its position as a leader in the off-price retail sector. Analysts, while cautious about the broader consumer market and economic conditions, remain optimistic about TJX's ability to maintain its momentum, particularly with positive Black Friday numbers and a focus on heavy share buybacks. Many believe that the stock, despite high valuation ratios, is worth the premium due to its quality and strong fundamentals.

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Consensus
Buy
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Valuation
Overvalued
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Similar
ROST,Ross
BUY
They report Wednesday. TJX quietly makes money and this time shouldn't be different.
BUY
He read an excellent report today on TJX. He recommended selling this way too soon and he's now angry at himself. This will be a monster good stock in the spring reopening.
DON'T BUY
Covid could be a great long-term opportunity for TJX, because they buy clothes and other products from distressed merchants, but short-term he doesn't see many customers, because they don't sell essential, must-have items during this pandemic. He expects a disappointing quarter. They report next week.
PARTIAL SELL
He questions how good it is, because it's a retail store. Has good inventory. Doesn't scream higher. He sold some of his shares.
COMMENT

It has a poor online presence and has the wrong inventory. Its footprint isn't designed for social distancing whereas Costco aisles are so wide you can drive car down them. The stock has been bouncing, helped by getting inventory from dying retailers. This will be in great shape once the pandemic is under control and people can safely shop again. Up 2.5% today on hopeful vaccine news. so the market is impatient.

DON'T BUY
TJX-N are stores that were doing amazing business prior to the pandemic. It is hard to imagining how they will come back.
PAST TOP PICK
(A Top Pick Feb 28/19, Up 19%) Relatively defensive retail name. Nimble, agile, able to respond to fashion and the economy. Amazing earnings report yesterday. Earnings above estimates. Hiked dividend. Announced a buyback. Raised guidance.
PAST TOP PICK
(A Top Pick Jan 07/20, Up 4%) It has been on a tear. They get a lot of their product from companies going out of business. This has been a strong seasonal trade over the years.
TOP PICK
Jan. 23 to March 31 is seasonality. People have been down on retail for so long because of the Amazon effect. But TJX sources its merchandise from ailing brick-and-mortar stores to sell at wide margins. TJX has done well. January to March seasonality has been strong in recent years. Chart looks good, so seasonality is likely to repeat. (Analysts’ price target is $65.15)
PAST TOP PICK
(A Top Pick Apr 12/18, Up 34%) Their ability to be very nimble, to change inventory quickly helps the bottom line. In an economy that could slow down, you want to own a company like this. They are expanding internationally also. People like shopping at Winners.
PAST TOP PICK
(A Top Pick Jan 14/19, Up 12%) TJX runs the Winners discount clothing stores--in recessions people shop at downmarket chains like this. Late-January to end-March is their seasonality and it outperformed this year.
BUY
TJX is best in breed and they'll always have an offering that isn't online and is offered in shops. They turn their inventory weekly. There's always a new deal. A great model. Free cash flow is strong and has really competent management. Note that retail tends not to be good late-cycle, but TJX has great numbers. It's hard to not like them, but definitely this is defensive.
TOP PICK
Basically Marshalls, Winners and Home Senses. 4,000 stores. They are very nimble. Traffic is very strong. If the economy goes south they can change what they are doing. They just announced a $1.5 billion share buy back. It continues to rock and roll. Great stock for the defensive growth investor. (Analysts’ price target is $55.72)
BUY
It's had a great rise and a healthy pullback to a level he likes. He'd buy.
TOP PICK
From late Jan unto the end of March the stock does really well. They have a niche in the retail sector. We saw a big correction take place so it has a good opportunity. They outperform the S&P 88% of the time in the seasonal period. It is an off-price apparel company and if we get into tougher times, then consumers will have to move down market. (Analysts’ price target is $53.62)
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